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How to edit an Approved Request for Order
How to edit an Approved Request for Order
Updated over a week ago

Goal:

  • Revise approved order

  • edit an approved order

  • how to edit the price on an approved order

  • how to edit quantity on an approved order

  • changing SKU on an approved order

  • editing approved orders

  • Adding comments to approved orders

  • editing unit type on approved orders

Once a request is approved, the only editable field by the requester and approver is the Date Required field. This informs/updates the purchaser how long they have to procure items while attaining ideal prices for volume orders and shipping. No other fields in an approved request for order are editable by the requester and approver.

Purchasers have more control over approved requests in order to make the best purchasing decisions.

Purchasers can choose a different vendor than the selected vendor on the approved request for order.

The Purchaser can also edit Quantity and Price can also be edited by following the steps below.

Steps:

Option 1:

  1. Head into the Procure tab & select Procurement

  2. Find the item/s you would like to edit

  3. Add the order items to the Procurement list

  4. Ensure the Vendor is the same if there are multiple items added to the list

  5. To the right of the item click the

    mceclip0.png

    to edit

  6. Make the adjustments as needed and click Submit to save changes

Options 2:

  1. Head into the Procure tab & select Procurement

  2. Find the item/s you would like to edit

  3. Add the order items to the Procurement list

  4. Ensure the Vendor is the same if there are multiple items added to the list

  5. Click Create purchase order

  6. On the next page scroll down till you see the order items

  7. To the right of the items click

    mceclip0.png

    to edit

  8. You can edit the quantity, price, SKU & unit type.

    mceclip0.png
  9. Once the adjustment has been made click Submit

Additional Information:

  • It's important to note that the Vendor selected must all be matching if there are multiple items to adjust. Each Vendor must be the same for all items.

  • You must have the Procurement role to make adjustments to

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